Highly experienced advisors who work closely with each client and lead a team whose members know the client and, importantly, whom the client knows.

Services that are reinforced by family member education tailored to each family’s unique circumstances, which may include various types of family meetings.

Keeping our interests aligned with our clients’ interests by being wholly owned by our senior professionals, having client fees as our sole source of compensation, avoiding conflicts of interest such as advisors being compensated for investment selection or cross-selling products, and acting as a fiduciary for our clients, dedicated to serving their best interests.

Client Benefits

Investment services integrated with wealth planning services.

A highly personalized relationship with an experienced team whose interests are aligned with their interests.

The Gresham Client Experience

*Gresham has been recognized by Barron’s, Family Wealth Report and Financial Advisors RIA based on survey data provided by Gresham measuring various aspects of its business and investment performance was not an explicit criterion. None of the rankings are based on information about actual client experience and should not be considered indicative of the future performance of Gresham or the advisory services it provides. Surveys ranged in number of participants from 12 to over 400. More details are provided at nationally recognized.